International College of Financial Planning

DECEMBER 29, 2024

In today’s increasingly complex financial landscape, professional financial planning education has become more crucial than ever. The CFP certification stands as the gold standard in financial planning, offering professionals a comprehensive pathway to excellence in this dynamic field.

CFP 52

CFP Financial Planning Planning Certification 52

Carson Wealth

MARCH 19, 2024

By this I mean, I want them to have a bucket of money that they can access tax-free, I also plan for them to have a bucket of money taxed at capital gains rates, lastly, I want them to have a bucket of money that they can access at income tax rates.

Tax Planning 52

Tax Planning Taxes Planning Wealth Advisor 52

Darrow Wealth Management

JULY 30, 2024

For founders, employees, and executives with stock-based compensation, an 83(b) election can be a powerful tax planning tool. When you make an 83(b) election, you’re opting to pay tax on unvested shares now, instead of when the stock vests. It can also preclude some tax planning strategies down the road.

Taxes 92

Taxes Tax Planning Startup Valuation 92

Tobias Financial

JULY 5, 2024

In a recent CNBC article, our Wealth Advisor, Catalina Franco-Cicero, MS, CFP®, CTS , was quoted on the topic of tax strategies during periods of unemployment. However, a period of lower income in 2024 could present valuable tax planning opportunities.

Taxes 52

Taxes Tax Planning Wealth Advisor CFP 52

Darrow Wealth Management

JANUARY 29, 2024

This article is a high-level overview of the various estate planning techniques and considerations when using revocable living trusts from the perspective of a wealth advisor (e.g. The US has 50 states – each with their own tax laws and estate planning opportunities. States have their own estate tax laws.

Estate Planning 93

Estate Planning Distribution Taxes Assets 93

Darrow Wealth Management

AUGUST 28, 2023

Personal advisory team Financial advisor Your personal wealth advisor will also play a key role in the sale of your business. It’s not uncommon for owner-operators not to have a financial advisor at all prior to the sale. Be sure to involve your wealth advisor in discussions around deal terms too.

Sales 91

Sales Estate Planning Wealth Advisor Taxes 91

Darrow Wealth Management

SEPTEMBER 7, 2023

That difference might be taxed all at the same rate (regular income or capital gains) or some mix between the two and AMT depending on the situation. That said, tax planning moves done in advance can also easily be negated by a sales plan that’s too bullish. Make no mistake – this gap can equal a lot of money.

Wealth Management 82

Wealth Management Taxes Tax Planning Valuation 82